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Invesco S&P 500 Momentum ETF

563 hedge funds and large institutions have $6.93B invested in Invesco S&P 500 Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 267 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

11% more funds holding in top 10

Funds holding in top 10: 4550 (+5)

22.56% less ownership

Funds ownership: 63.82%41.26% (-23%)

43% less call options, than puts

Call options by funds: $15M | Put options by funds: $26.5M

Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15M
Puts
$26.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
301
International Assets Investment Management
Florida
$1.16M
PIP
302
Peachtree Investment Partners
Florida
$1.16M
CF
303
Cyr Financial
Illinois
$1.14M
SMG
304
Smart Money Group
Texas
$1.13M
AFP
305
Ausdal Financial Partners
Iowa
$1.11M
RBFC
306
Roman Butler Fullerton & Co
Missouri
$1.08M
AFG
307
Atomi Financial Group
New York
$1.07M
SB
308
Strategic Blueprint
Georgia
$1.06M
SMAM
309
Sugar Maple Asset Management
Wisconsin
$1.05M
SAM
310
Smartleaf Asset Management
Massachusetts
$1.04M
WPC
311
Wedmont Private Capital
Pennsylvania
$1.03M
UAG
312
United Advisor Group
Ohio
$1.03M
WCM
313
WealthTrak Capital Management
Virginia
$1.02M
GFG
314
Goldstone Financial Group
Illinois
$976K
WP
315
WealthPLAN Partners
Nebraska
$967K
TAM
316
TCP Asset Management
Ohio
$957K
RIP
317
Reliant Investment Partners
North Carolina
$902K
EWM
318
Evolution Wealth Management
Florida
$897K
DDC
319
DF Dent & Co
Maryland
$889K
GF
320
Gries Financial
Ohio
$888K
FWA
321
Flagship Wealth Advisors
Massachusetts
$887K
KFS
322
Kelly Financial Services
Massachusetts
$859K
CPL
323
CAP Partners LLC
Tennessee
$857K
WFS
324
WealthGarden F.S.
California
$851K
MA
325
MONECO Advisors
Connecticut
$848K